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UnitedHealth

3,555 hedge funds and large institutions have $417B invested in UnitedHealth in 2025 Q1 according to their latest regulatory filings, with 208 funds opening new positions, 1,385 increasing their positions, 1,641 reducing their positions, and 215 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,555
Holders Change
-77
Holders Change %
-2.12%
% of All Funds
48.29%
Holding in Top 10
223
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+12.63%
% of All Funds
3.03%
New
208
Increased
1,385
Reduced
1,641
Closed
215
Calls
$5.97B
Puts
$5.11B
Net Calls
+$859M
Net Calls Change
+$595M
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
3476
Kiker Wealth Management
Georgia
$34.6K +$34.6K +66 New
GJIA
3477
Glass Jacobson Investment Advisors
Maryland
$34.4K
CMA
3478
Cedar Mountain Advisors
Oregon
$34.2K -$1.58K -3 -4%
PC
3479
Promus Capital
Illinois
$33K
SRCM
3480
Signature Resources Capital Management
California
$33K
NCM
3481
Northwest Capital Management
Oregon
$32.5K
RAM
3482
Riggs Asset Management
Pennsylvania
$32.5K -$82.2K -157 -72%
CI
3483
Clal Insurance
Israel
$32K +$25.8K +50 +417%
SCA
3484
Stuart Chaussee & Associates
California
$31.9K
GK
3485
Graney & King
New York
$31.5K +$16.8K +32 +114%
BGA
3486
Battery Global Advisors
Massachusetts
$30.3K
DMKJ
3487
David M. Knott Jr
$29.9K
EI
3488
eCIO Inc
Wisconsin
$29.9K +$29.9K +57 New
WFA
3489
West Financial Advisors
Iowa
$28.8K
HC
3490
Hurley Capital
New York
$28.8K
BC
3491
Bayforest Capital
United Kingdom
$28.8K +$25.1K +48 +686%
PK
3492
Pflug Koory
Nebraska
$27.2K
FDCP
3493
Foster Dykema Cabot & Partners
Massachusetts
$25.7K -$13.1K -25 -34%
KSWA
3494
Kathleen S. Wright Associates
Pennsylvania
$24.6K
LAM
3495
Lummis Asset Management
Texas
$24.1K
CFS
3496
CGC Financial Services
Oregon
$23.6K -$5.24K -10 -18%
IRC
3497
Investors Research Corp
Georgia
$23.6K +$19.9K +38 +543%
GGI
3498
Godsey & Gibb Inc
Virginia
$23K +$9.95K +19 +76%
FW
3499
Fairway Wealth
Ohio
$21K +$2.62K +5 +14%
PWA
3500
Principia Wealth Advisory
Texas
$17.9K +$4.63K +8 +35%